Senior Financial Advisor (Penticton Main Branch)

We are currently seeking a Senior Financial Advisor to join our team.

The Senior Financial Advisor provides exceptional customer service to a portfolio of members by offering a full range of investment, deposit and complex lending services. The Senior Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and / or refers member to an appropriate advisor.

Here’s what would be included as a part of your typical day

• Member Service : Builds strong relationships with current and potential members; identifies member life stage cycle and provides financial advice to members or refers to appropriate advisor. Manages an assigned portfolio of members (generally with $100,000 to $500,000 in investible assets) through proactive regular contact, ensuring current and future needs are identified and met.
• Member Transactions : Processes a full range of complex member transactions including, but not limited to : MFDA products and services; retail mortgages, personal and RRSP loans; opening personal or business accounts, debit / credit cards, LOC / overdraft protection, and related insurance products..
• Branch Goals : Supports achievement of annual branch goals and objectives through proactive promotion of FW products and services, participation in branch campaigns, and actively seeks potential cross-sell and / or referral opportunities during interaction with members or general public. Achieves established annual sales and referral targets.
• Branch Support : Mentors other branch employees in the understanding of lending and investment products and services; and provides advice and / or assists employees with member issues in management’s absence.
• Other duties : Utilizes the Day in the Life as a guideline to prioritize and manage schedules - to align efforts in reaching goals while offering a remarkable, consistent member experience across First West. Other dutiesas required by branch leadership.

Required Skills, Experience & Qualifications